Trust Uw Carl F Hertenstein General Trust

Analysis

Trust Uw Carl F Hertenstein General Trust is a registered charity in United States, based in Cincinnati, OH. It received its IRS tax-exemption ruling in June 2017, 9 years ago. The IRS classifies it as a supporting organisation (type i) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending September 2024, Trust Uw Carl F Hertenstein General Trust reported income of $5.3m and spending of $727k, leaving 86% of income unspent that year. Across the 5 years on record, from September 2020 to September 2024, income grew from $399k to $5.3m (+1234%), an average of +91% a year. The sharpest change came in the year to September 2024, when income rose by 507%. Over the whole period it spent 46% of the income it received.

Among 72,936 United States charities whose main cause is other charitable purposes and that reported income, Trust Uw Carl F Hertenstein General Trust sits at the 92nd percentile: it is larger than about 92% of them. Against every charity in United States with reported income it ranks in the 92nd percentile, and in the 92nd percentile within OH. Charities of a similar size with the same main cause include Western Christian High School ($5.3m), The Alumni and Friends of Fiorello H Laguardia High School Inc ($5.3m) and Holy Family Foundation ($5.3m).

Compensation of current officers, directors and key employees was $111k (15% of expenses). At year end it held assets of $12.6m against liabilities of $0, net assets of $12.6m.